Other · DOL Form 5500 · 2023

Western Montana Mental Health Center Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
326
Participants Below avg headcount
51st
Percentile by assets National rank
$21,872
Avg per participant Low balance/head
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Official DOL plan name: Western Montana Mental Health Center 403(b) Retirement Plan · Sponsored by Western Montana Mental Health Center · Montana · Healthcare & Social Assistance

$7M in assets, 326 participants

Western Montana Mental Health Center's Western Montana Mental Health Center 403(b) Retirement Plan reported $7M in total assets and 326 participants in its 2023 DOL Form 5500 filing, ranking in the 51st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,035 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Western Montana Mental Health Center 403(b) Retirement Plan holds $7M for 326 participants - about $21,872 per participant, above the median plan by assets.

#10,035
in Healthcare & Social Assistance (17,684 peers)
+5.0%
assets growth YoY

Western Montana Mental Health Center 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Western Montana Mental Health Center 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,130,117 Top 49% higher than 51% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Western Montana Mental Health Center 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Montana Mental Health Center 403(b) Retirement Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Montana Mental Health Center 403(b) Retirement Plan reported net income rose from -$399K in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Western Montana Mental Health Center 403(b) Retirement Plan reported participants fell from 346 in the plan year 2022 filing to 326 in the plan year 2023 filing.
  • Western Montana Mental Health Center 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810307814 · Western Montana Mental Health Center PY 2023 · Other

Western Montana Mental Health Center 403(b) Retirement Plan · $7M · 326 · 51st

  • BOY $7M
  • BOY 326
  • BOY 51st
  • BOY Other
  • BOY near Catholic Charities, Inc. Diocese of Madison Retirement Plan
  • BOY ind #10035

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Montana →

Western Montana Mental Health Center 403(b) Retirement Plan in the asset neighbourhood

Western Montana Mental Health Center 403(b) Retirement PlanWestern Montana Mental Healt…$7MCatholic Charities, Inc. Diocese of Madison Retirement PlanCatholic Charities, Inc. Dio…$7MThe Cedars of Marin 403(b) DC PlanThe Cedars of Marin 403(b) D…$7MImpact Tax Deferred Annuity PlanImpact Tax Deferred Annuity …$7MUrban Affairs Coalition 403(b) Retirement PlanUrban Affairs Coalition 403(…$7M
End-of-year total assets ($M) among Western Montana Mental Health Center 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$338K
Employer EIN810307814
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Montana Mental Health Center)

Sponsor-wide plan assets over time

All Western Montana Mental Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.978505525194575% vs 2022
2023 filing year
$6.6M$6.8M$7M$7.2M 20222023 $6.79M $7.13M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 346 $7M
2023 1 326 $7M

Nearby Other Plans in Montana

Peer Other plans, same state, same plan type, ranked by total assets.

Western Montana Mental Health Center 403(b) Retirement Plan vs. nearby Other plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Western Montana Mental Health Center 403(b) Retirement Plan, Total assets ($M): 7.130117 · Participants: 326Western Montana Mental Health Center 403(b) Retirement PlanBillings Clinic 403b Plan, Total assets ($M): 521.531364 · Participants: 3894Billings Clinic 403b PlanSt. Peter's Hospital 403(b) Tax Deferred Savings Plan, Total assets ($M): 115.742755 · Participants: 1934St. Peter's Hospital 403(b) Tax Deferred Savings PlanBozeman Health 403(b) Plan, Total assets ($M): 63.229266 · Participants: 2524Bozeman Health 403(b) PlanCarroll College 403(b) Plan, Total assets ($M): 52.010896 · Participants: 311Carroll College 403(b) PlanRocky Mountain College Defined Contribution Retirement Plan, Total assets ($M): 30.155541 · Participants: 252Rocky Mountain College Defined Contribution Retirement Plan
Western Montana Mental Health Center 403(b) Retirement Plan vs. nearby Other plans in Montana, assets vs. participants
Compare Western Montana Mental Health Center 403(b) Retirement Plan side-by-side with 3 peers →

Western Montana Mental Health Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Montana, the nearest Other by assets is Catholic Charities, Inc. Diocese of Madison Retirement Plan in WI ($7M); by covered participants it is Easter Seals Florida, Inc. 403(b) Plan in FL (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Montana Mental Health Center 403(b) Retirement Plan assets move in 2023? ▼
Western Montana Mental Health Center 403(b) Retirement Plan edged up modestly - up 5.0% during 2023, from $7M to $7M. Reported net income was $338K.
How have Western Montana Mental Health Center plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Western Montana Mental Health Center's sponsor-wide assets grew 5.0%, from $7M to $7M.
Which Other plans are similar in size to Western Montana Mental Health Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Catholic Charities, Inc. Diocese of Madison Retirement Plan in WI ($7M, 190 participants).
Which Other plans cover a similar participant headcount to Western Montana Mental Health Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Easter Seals Florida, Inc. 403(b) Plan in FL (326 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810307814.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.